Finance Score: -2

Governance Score: -13

Support Score: 1

Multiple Deficits: -2
No PartB

2 Trustees: -2
Narrow trustee age band: -2
Very static board: -5
All female board: -3

Grant maker support: +1

Overall GiG Score: -14

ST MARTIN'S SOCIAL CARE PROJECT LIMITED

To advance education, relieve poverty & sickness and to provide facilities for recreation & other leisure-time occupation for older people over the age of 55 years and their carers living within the Parish of St Martin's & surrounding areas in the interest of social welfare and with the object of improving their quality of life.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker

Regulatory & Governance issues to consider:

There are only 2 trustees
The Board is completely female
The Board composition appears to be very static and has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Established: 22 years

ronaldwgeorge@hotmail.com

0121-382-7555

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£52	£48	£5	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£30	£39	£-9	n/a	n/a	n/a	n/a	n/a	8
31/03/21	*	£24	£26	£-3	n/a	n/a	n/a	n/a	n/a	6
31/03/20		£30	£39	£-9	n/a	n/a	n/a	n/a	n/a	6
31/03/19		£54	£53	£1	n/a	n/a	n/a	n/a	n/a	6
31/03/18		£41	£61	£-20	£0	£0	£0	n/a	0	0
31/03/17?		£65	£44	£21	£0	£0	£0	n/a	0	0
30/09/15		£61	£30	£32	£0	£0	£0	n/a	0	0
30/09/14		£64	£38	£27	£0	£0	£0	n/a	0	0
30/09/13		£55	£52	£3	£0	£0	£0	n/a	0	0
30/09/12		£43	£58	£-15	£0	£0	£0	n/a	0	0
30/09/11		£77	£60	£17	£0	£0	£0	n/a	0	0
30/09/10		£50	£60	£-11	£0	£0	£0	n/a	0	0
30/09/09?		£91	£95	£-4	£0	£0	£0	n/a	0	0
31/03/08		£81	£59	£21	£0	£0	£0	n/a	0	0
31/03/07		£73	£61	£12	£0	£0	£0	n/a	0	0
31/03/06		£85	£75	£10	£0	£0	£0	n/a	0	0
31/03/05		£63	£66	£-3	£0	£0	£0	n/a	0	0
31/03/04		£65	£54	£10	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Birmingham City,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Improving Community Connections
£9,540	28/09/2018 12	This funding will be used to deliver tea dances, coffee mornings and other social events. The project aims to encourage new social relationships and to improve wellbeing.
National Lottery Community Fund - Sustaining, growing and embedding St Martin's Social Care Project
£10,000	19/12/2016 12	This group will use the funding to improve its delivery of effective services for older people, carers and the wider local community. The project will strengthen and bring together the local ....more This group will use the funding to improve its delivery of effective services for older people, carers and the wider local community. The project will strengthen and bring together the local community, resulting in people feeling less isolated.
Heart Of England Community Foundation - Social Care Project Men's Group
£4,900	01/07/2016 9	A project to support greater engagement with men in the area, helping to build friendships and reduce isolation.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (2)

Current Trustees appointed

Gender Split

Age Range of Trustees: 68-74

CAROL ANN MORGAN Appointed: 2008, Occupation: None

REV RUTH ROSE SOUTER Appointed: 2013, Occupation: Vicar

Legal constitution

Charitable company registered in England & Wales on 09/07/2002, number: 1092860
Registered at Companies House on 11/12/2001, number: 04337530

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Volunteer management

Filing Record

19 returns made; AR21: 50 days late,

Main office

140 WITTON LODGE ROAD
PERRY COMMON
BIRMINGHAM
B23 5AP

Objectives

TO ADVANCE EDUCATION, RELIEVE POVERTY AND SICKNESS AND TO PROVIDE FACILITIES FOR RECREATION AND OTHER LEISURE-TIME OCCUPATION FOR OLDER PEOPLE (OVER THE AGE OF 60 YEARS) AND THEIR CARERS LIVING IN PERRY COMMON BIRMINGHAM AND THE SURROUNDING AREAS IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THEIR QUALITY OF LIFE.

Defined Area of Benefit:

PERRY COMMON, BIRMINGHAM, WEST MIDLANDS

Data Sources